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Wealthspire Advisors (New York)’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SNPE Stock Details SNPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-375
Closed -$22.5K – 2608
2025
Q3 		$22.5K Buy
+375
New +$21.6K ﹤0.01% 1620

Other funds holding SNPE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s SNPE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q4 2025, closing a stake of 375 shares — an estimated $22.5K sold.

Wealthspire Advisors (New York) first reported a position in SNPE in Q3 2025 and held it in 1 quarter. The position peaked at $22.5K in Q3 2025. 120 funds tracked by Wall St. Rank hold SNPE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Xtrackers S&P 500 ESG ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 375 Xtrackers S&P 500 ESG ETF shares in Q4 2025, an estimated $22.5K.
  • Wealthspire Advisors (New York) first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Xtrackers S&P 500 ESG ETF position peaked at $22.5K in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.